Customer Engagement Specialist
Avēsis
Customer Success Specialist
Aquila
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
Tech Stack
MySQLPHP
About the role
- Assist the Onboarding Specialist with guiding new clients through implementation, compiling assets, configuring accounts, training users, and coordinating with external partners.
- Serve as first point of contact for client questions, offering solutions and advice; handle technical tasks like reviewing API requests/responses, analyzing customer data, and occasionally managing PHP code.
- Maintain proactive client communication, advise on best practices and product usage strategies.
- Identify upsell/cross-sell opportunities, advocate for custom solutions via professional services, and prepare data-driven reports.
- Refine onboarding and support procedures to ensure client retention and low churn.
- Full-time, fully remote position based in the United States or Canada, with working hours aligned to 9 am–6 pm EST.
Requirements
- Customer-facing experience, ideally in a SaaS, fintech, or B2B environment.
- Curious, coachable, and eager to grow into a more technical role.
- Managed client relationships and supported users.
- Familiar with basic technical concepts like APIs, PHP, and MySQL or excited to learn them.
- Experience with Microsoft Office, especially Excel; familiarity with Zoho CRM is an asset.
- Excellent verbal and written communication skills.
- Comfortable working independently and managing competing priorities.
